What happens to the stocks and funds I already own?

Ren
- December 10, 2015 17:46

Our goal is simple — to provide you with a low-cost, well-balanced portfolio operating at the risk level you choose. Typically, everyday investors are often paying too much in fees and own a portfolio that's not well-diversified (translation: taking on far too much or too little risk). To provide you with an efficient portfolio geared towards long-term growth, we will often need to replace your current holdings with low-cost, well-diversified funds. We take the information you give us and use our algorithm to match you to the right portfolio for you. Want more detail? Read our white paper covering SigFig's methodology.

Questions? Email us at premier-support@sigfig.com, call our direct line at 1-855-9-SIGFIG, or have free chat with our financial consultant by clicking here to set up an appointment. Our team is available Monday through Friday, 6AM - 6PM PT.